If you are interested in becoming one of our private subscribers, please e-mail me at daveosowski@gmail.com

Our 15 new, private stock positions (including the 5 sold positions) are up 18.6% for the year.

For our legacy stocks, August was not as good as July but still pretty good- up 4%, driven by a 38% gain in AVID, which we think still has a long way to go.

We are updating our open legacy portfolio once a month until all positions are sold.Of our closed out positions since inception, we have had 70 winners, 16 losers for an 81% win-rate with an average gain of 39%.